Understanding Your Results
Learn what the AI insights mean and how to use your formatted data
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The REST API reference, plus guides for the dashboard uploader.
Learn what the AI insights mean and how to use your formatted data
After uploading your CSV, TaxFormatter shows you real-time AI Insight Panels that explain what's happening with your data.
Shows which exchange we recognized (Binance, Coinbase, etc.) and confirms we're using the correct parser.
Real-time count of transactions found and being processed. Shows progress as we scan your data.
Flags important tax concerns like wash sales, staking income, airdrops, and other reportable events.
Final status showing your data is formatted and ready for export to TurboTax, Koinly, or other platforms.
Every plan gets the same dashboard: all four insight panels, AI explanations of flagged issues, and the formatted CSV download. Paid plans add monthly volume and deeper AI insights — see pricing.
Common tax issues we detect:
Each flagged issue has an explanation so you understand the tax implication.
The downloaded file includes:
Ready to import directly into your tax software.
binance_formatted_2025-12-27.csvLet's dive deeper into each section!